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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation.

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Marketing in the Metaverse – An opportunity for professional services?

Red Star Kim

Recently, I was struck by how many of my marketing manager apprentices – who are generally in mainstream marketing – highlighted the metaverse and experiential marketing in their trends presentations. But there are some interesting metaverse developments – mostly from the management consultants and largest accounting and law firms.

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Context and curiosity drive commerciality and pricing

Red Star Kim

As well as marketing and business development executives and managers there were also those in specialist pricing and bid roles. The crux of marketing is to anticipate (and meet) client needs whilst maximising profit. Project management, innovation and technology also play an increasing role. Price is a major driver of profit.

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Be more strategic – A metaphor: Analyse, join and align the dots

Red Star Kim

Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). This also manages everyone’s expectations. At the start of March, there was an online PM Forum workshop on “Being more strategic ”.

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Be more strategic – PESTLE, Positioning and Plans

Red Star Kim

At the “Being more strategic” PM Forum workshop a week or so ago, half of the delegates were in management roles. Preference for digital/virtual meetings. Law Society Research Report – Future Worlds 2050 (kimtasso.com). Many were attached to specific practice groups and some had firm-wide roles. Technological. Positioning.

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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

Communication and education are required to manage expectations and promote enthusiasm and momentum. We also considered channel management strategies for referrer and referrals management. Law Society Research Report – Future Worlds 2050 (kimtasso.com) (July 2021). Meet with BDs to talk through their strategies.

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10 Cities Focused on Sustainability Initiatives

ClearPoint Strategy

The United Nations states that since 2007, more than half of the world’s population lives in cities and this number is expected to exceed 70% by 2050. As experts in strategy execution, we know no great plan (for sustainability or for your wider strategy ) exists without clear goals and metrics to meet. City of Miami, FL. Conclusion.